Gerald Conner
Gerald Conner is a registered investment advisor at Edward Jones, based in Hendersonville, TN, with 10 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
203 North Anderson Lane, Suite 101, Hendersonville, TN, 37075
Get directionsHistory
Regulatory History (11)
Financial
April 2026Judgment / Lien
May 2025Financial
February 2025Financial
December 2024Judgment / Lien
December 2024Judgment / Lien
November 2024Financial
September 2024Financial
August 2024Financial
May 2024Financial
April 2024Judgment / Lien
March 2024Other Business Activities
Gerald works as a customer service associate at Lowe's in the appliance department since October 2023. This takes about 10-20% of Gerald's time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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